- Jan 11, 2022
- 2 min
Are portfolios prepared for higher inflation?
Positioning for Higher Inflation will be the Portfolio Construction Topic in 2022 The number one question coming from advisors is, "how should I prepare my portfolios for higher inflation?" Astoria Portfolio Advisors has had an out of consensus view that inflation would be higher than most were expecting. We began running inflation linked strategies in mid-2020. As a refresher, cyclically oriented sectors such as energy, materials, industrials, and financials have historicall
34 views
- Jan 11, 2022
- 4 min
Are portfolios positioned for higher inflation?
Positioning for Higher Inflation will be the Portfolio Construction Topic in 2022 The number one question coming from advisors is, "how should I prepare my portfolios for higher inflation?" Astoria Portfolio Advisors has had an out of consensus view that inflation would be higher than most were expecting. We began running inflation linked strategies in mid-2020. As a refresher, cyclically oriented sectors such as energy, materials, industrials, and financials have historicall
89 views